Investment Commentary

Our investment team provides ideas and analysis of important investment concepts and topics. By sharing our thoughts on trends in the market place, changes in sectors, asset allocation ideas or events of the day we hope to better educate the investing public.

As the Taper Begins, What’s Next for Asset Allocation?

John P. Calamos, Sr. assesses the opportunities in the global markets and the implications of macro factors on asset allocation. He discusses the Calamos framework for asset allocation built around the use of core strategies.

The Emerging Markets Growth Story: Evolving But Intact

Co-Portfolio Manager Nick Niziolek discusses some of the misperceptions that may be influencing investor sentiment about the EMs, where the Calamos team is identifying long-term opportunities, and why he believes active management will be especially important in this environment.

John Calamos: Cyclical Uptick Could Drive Record Converts Issuance John P. Calamos, Sr. and Co-Portfolio Manager Eli Pars are featured in a Citywire article discussing the convertible bond market.
The Case for Strategic Convertible Allocations In this analysis of global convertible market opportunities, John P. Calamos, Sr. discusses the role of convertible securities within portfolios and encouraging global trends within the convertible market. He also explains why a growing economy provides a favorable environment for a widening pool of convertibles.
Calamos Insights
The Opportunity of Global Convertible Allocations: John P. Calamos, Sr. provides insights on convertible securities, using them in asset allocation and an update on the global convertible market.
Calamos High Yield Investment Process

Credit research has been an integral part of the Calamos investment process since the 1970s. Co-Portfolio Managers Jeremy Hughes and Chris Langs provide an overview of the Calamos high yield investment process—a comprehensive, disciplined process driven by fundamental research.

Fine-Tuning Exposure to Growth in Emerging Economies The Calamos Investment team discusses our flexible, risk-managed approach to uncovering growth opportunities emanating from emerging markets.
Evolving Emerging Market Strategies "Evolving Emerging Market Strategies: A Tactical or Core Component of Asset Allocation?" John P. Calamos, Sr. explores the changing role of emerging markets (EMs) within the global economy, the implications for asset allocation and the firm's risk-managed approach to pursuing EM growth potential.
FEATURED MULTIMEDIA
High Yield Investment Process
March, 2014 Co-Portfolio Managers Jeremy Hughes and Chris Langs discuss the highlights of their investment process and the Calamos approach to high yield.
Perspectives on Emerging Markets
February, 2014 Co-Portfolio Manager Nick Niziolek explains how, despite the recent volatility, the firm continues to find bottom-up growth opportunities in the emerging markets.